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Veridan Wealth’s Vanguard Morningstar Small-Cap ETF VB Stock Holding History

Veridan Wealth’s Portfolio VB Stock Details VB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$4.64M Buy
17,731
+61
+0.3% +$16.5K 1.72% 17
2025
Q4 		$4.56M Buy
17,670
+204
+1% +$52.3K 1.53% 17
2025
Q3 		$4.44M Buy
+17,466
New +$4.33M 1.53% 17
2024
Q2 		$3.99M Buy
+16,858
New +$3.7M 1.6% 17

Other funds holding VB

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors Raleigh, North Carolina $57.3B AUM 18.32% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

Veridan Wealth's VB Position: Q1 2026 in Review

Veridan Wealth increased its Vanguard Morningstar Small-Cap ETF (VB) stake by 0.35% in Q1 2026, buying an estimated $16.5K and bringing the position to 17,731 shares worth $4.64M. The position accounts for 1.72% of the portfolio, ranked #17.

Veridan Wealth first reported a position in VB in Q2 2024 and has held it in 4 quarters since. 2,389 funds tracked by Wall St. Rank hold VB as of Q1 2026.

  • Veridan Wealth held 17,731 shares of Vanguard Morningstar Small-Cap ETF worth $4.64M as of Q1 2026.
  • Veridan Wealth bought 61 Vanguard Morningstar Small-Cap ETF shares in Q1 2026, an estimated $16.5K.
  • Vanguard Morningstar Small-Cap ETF made up 1.72% of Veridan Wealth's portfolio in Q1 2026, its #17 holding.
  • Veridan Wealth first reported a position in Vanguard Morningstar Small-Cap ETF in Q2 2024 and has held it in 4 quarters since.
  • 2,389 funds tracked by Wall St. Rank held Vanguard Morningstar Small-Cap ETF as of Q1 2026.

Based on Veridan Wealth's 13F filing for Q1 2026, filed 15 May 2026.